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Quest Diagnostics

851 hedge funds and large institutions have $13.7B invested in Quest Diagnostics in 2022 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 272 increasing their positions, 314 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $104M | Put options by funds: $57.5M

17% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 71

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

0.22% more ownership

Funds ownership: 88.1%88.32% (+0.22%)

0% more funds holding

Funds holding: 851851 (0)

4% less capital invested

Capital invested by funds: $14.3B → $13.7B (-$630M)

13% less repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 314

Holders
851
Holders Change
Holders Change %
0%
% of All Funds
14.34%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
83
Increased
272
Reduced
314
Closed
71
Calls
$104M
Puts
$57.5M
Net Calls
+$46.1M
Net Calls Change
+$46.1M
Name Holding Trade Value Shares
Change
Change in
Stake
OKSA
551
O'Keefe Stevens Advisory
New York
$332K
SC
552
Searle & Co
Connecticut
$332K
UCFA
553
United Capital Financial Advisors
Texas
$332K +$17.3K +127 +5%
KIA
554
KCM Investment Advisors
California
$331K -$133K -975 -28%
O
555
Ossiam
France
$330K -$1.2M -8,814 -78%
ZF
556
Zhang Financial
Michigan
$326K -$50.6K -371 -13%
FWSM
557
First Wilshire Securities Management
California
$326K
CI
558
CX Institutional
Indiana
$325K -$10.6K -78 -3%
CTC
559
Central Trust Company
Missouri
$324K -$3.13K -23 -0.9%
GT
560
Greenleaf Trust
Michigan
$321K -$34.3K -252 -9%
APP
561
Avantax Planning Partners
Iowa
$314K
GW
562
GW & Wade
Massachusetts
$312K +$320K +2,348 New
LNWWM
563
Laird Norton Wetherby Wealth Management
California
$309K -$126K -922 -28%
SF
564
Synovus Financial
Georgia
$309K -$273 -2 -0.1%
TSS
565
Two Sigma Securities
New York
$309K +$317K +2,326 New
AAS
566
Avantax Advisory Services
Texas
$308K -$77.8K -571 -20%
WP
567
WealthShield Partners
North Carolina
$306K
OFA
568
Oak Family Advisors
Illinois
$304K
RJT
569
Raymond James Trust
Florida
$300K +$21.3K +156 +7%
Cerity Partners
570
Cerity Partners
New York
$299K +$42K +308 +16%
AWM
571
AE Wealth Management
Kansas
$299K +$70.2K +515 +30%
QI
572
Qtron Investments
Massachusetts
$299K +$306K +2,249 New
UF
573
Univest Financial
Pennsylvania
$297K -$13.4K -98 -4%
UB
574
UMB Bank
Missouri
$297K +$30.8K +226 +11%
RCP
575
Rothschild Capital Partners
New York
$295K

DGX Hedge Fund Activity: Q2 2022 in Review

851 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q2 2022, worth a combined $13.7B — down 4.4% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new DGX positions and 71 closed out — a net gain of 12 holders — while 272 added to existing stakes and 314 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $130M. The largest seller was Fiduciary Management Inc, exiting entirely with an estimated $225M sold.

  • 851 institutional investors held Quest Diagnostics (DGX) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $13.7B of Quest Diagnostics stock for Q2 2022, down 4.4% quarter-over-quarter.
  • 83 funds opened new Quest Diagnostics positions in Q2 2022 and 71 closed out, a net change of +12 holders.
  • The largest Quest Diagnostics buyer in Q2 2022 was T. Rowe Price Associates, an estimated $130M added.
  • The largest Quest Diagnostics seller in Q2 2022 was Fiduciary Management Inc, an estimated $225M sold.

Based on aggregated 13F filings for Q2 2022.